RESOURCES / A CLEARER NEXT STEP

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Practical guides to the Underleau thinking canvas: add sources, connect evidence, navigate your workspace and understand AI settings.

01 / START HERE

A little context.
A much clearer next step.

02 / THE FIELD GUIDE

What are you working on?

8 GUIDES
01
Getting started

Start with one question, not a perfectly organized workspace

A simple way to turn a working set of documents into a useful canvas.

  1. Choose a decision you need to make. Write it as a specific question: "Which customer problem should we investigate next?"
  2. Add a small set of relevant sources rather than your entire archive. Give each source a recognizable title.
  3. Connect the sources that belong together, then ask for a synthesis that separates evidence, assumptions and missing information.

The canvas prototype demonstrates this workflow. AI responses are currently illustrative, not live model inference.

Explore example workflows
02
Getting started

Add files to your canvas

Bring source material into view using the composer or canvas menu.

  1. Use the plus button in the composer to choose files, or open the canvas menu and choose the file upload action.
  2. Each file becomes a source card with its name, type and size. Move cards to group related material.
  3. Small text, Markdown, CSV and JSON files can show a short preview. A card for a PDF or Office document does not yet mean its contents have been extracted.

Do not use the prototype as your only copy of a file. Document extraction, OCR and production storage are separate capabilities.

Files and connected apps
03
Canvas

Move around without losing your place

Pan, zoom and make room for your sources.

  1. Drag a source card to reposition it. Use empty canvas space to navigate the working area.
  2. Use the bottom-right zoom control to move in 5% steps between 5% and 200%. The canvas starts at 90%.
  3. Press Ctrl+U on Windows or Cmd+U on macOS to hide or restore the composer when you want an unobstructed canvas.

Keyboard shortcuts apply to the canvas app, not this website.

See download options
04
Canvas

Make connections meaningful

An arrow should explain why two pieces of context belong together.

  1. Connect supporting evidence to a question or synthesis step rather than drawing every possible relationship.
  2. Keep conflicting sources visible. A connection shows relevance, not proof that a claim is true.
  3. Review the source behind an important conclusion before carrying it into a brief or decision.

A visual graph helps you organize reasoning; it does not replace checking the original material.

See a research workflow
05
AI & access

Choose a thinking level

Low, Medium and High express how much reasoning a task deserves.

  1. Low suits a narrow question or a first pass over a small working set.
  2. Medium is the default for everyday synthesis and comparing a few sources.
  3. High is intended for more involved comparisons and questions with competing evidence. Make the question specific before increasing effort.

The selector exists in the prototype. Live inference, measured usage and production quotas are not connected yet.

Read plan and usage information
06
AI & access

Understand the access settings

Supervised, Auto-accept edits, Auto and Full access describe approval preferences.

  1. Supervised asks before commands and changes. Auto-accept edits approves edits while asking before other actions.
  2. Auto is intended to approve routine actions where the provider supports that behavior. Full access expresses a preference for actions without approval prompts.
  3. Start with Supervised when evaluating a workflow, and review any action that could affect another system.

These are prototype UI settings, not a deployed tool-permission system. They do not currently authorize connected-app actions.

Read our security approach
07
Troubleshooting

Before refreshing or closing a prototype canvas

Keep the original material and any important conclusions outside the prototype.

  1. Do not assume that a canvas is backed up or synchronized to an account. Durable cloud workspace storage is not implemented in the current prototype.
  2. Keep your original files and record important notes in a reliable location before refreshing.
  3. If a view becomes confusing, check the zoom setting and reopen the composer before starting over.

Production backup and recovery are required before accepting customer data; this is not a promise that prototype sessions can be recovered.

Read about recovery requirements
08
Troubleshooting

Report a problem without sharing private data

A good report explains the steps, expected result and what actually happened.

  1. Include your browser or operating system and the sequence of actions that triggered the problem.
  2. Use a small, non-confidential sample if the issue involves a file. Remove customer names, tokens and personal information from screenshots.
  3. Send the report by email. For a potential vulnerability, follow the security reporting guidance instead of posting details publicly.

We do not promise a response time or recovery of unsaved prototype work.

Email a bug report

Still have a question?

Tell us what you were trying to do and where you got stuck. Please leave confidential files out of your message.

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